Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 209,469 shares of AVUS stock, worth $19.9 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
209,469
Previous 191,165 9.57%
Holding current value
$19.9 Million
Previous $17.1 Million 10.42%
% of portfolio
0.72%
Previous 0.66%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$84.59 - $90.63 $1.55 Million - $1.66 Million
18,304 Added 9.57%
209,469 $18.9 Million
Q1 2024

May 15, 2024
BUY
$79.93 - $89.5 $11.1 Million - $12.4 Million
138,503 Added 263.0%
191,165 $17.1 Million
Q4 2023

Feb 14, 2024
BUY
$69.78 - $82.0 $495,717 - $582,528
7,104 Added 15.59%
52,662 $4.29 Million
Q3 2023

Nov 14, 2023
BUY
$72.72 - $78.49 $2.7 Million - $2.92 Million
37,181 Added 443.85%
45,558 $3.34 Million
Q2 2023

Aug 14, 2023
BUY
$68.92 - $75.19 $21,227 - $23,158
308 Added 3.82%
8,377 $629,000
Q1 2023

May 15, 2023
BUY
$67.42 - $74.29 $5,123 - $5,646
76 Added 0.95%
8,069 $571,000
Q4 2022

Feb 14, 2023
SELL
$63.25 - $72.69 $34,408 - $39,543
-544 Reduced 6.37%
7,993 $543,000
Q3 2022

Nov 22, 2022
BUY
$62.35 - $74.13 $35,165 - $41,809
564 Added 7.07%
8,537 $532,000
Q2 2022

Aug 15, 2022
SELL
$63.84 - $77.62 $497,441 - $604,815
-7,792 Reduced 49.43%
7,973 $519,000
Q1 2022

May 16, 2022
SELL
$71.89 - $81.03 $52,767 - $59,476
-734 Reduced 4.45%
15,765 $1.22 Million
Q4 2021

Feb 14, 2022
BUY
$73.89 - $80.63 $295,042 - $321,955
3,993 Added 31.93%
16,499 $1.32 Million
Q3 2021

Nov 15, 2021
BUY
$72.07 - $77.19 $10,522 - $11,269
146 Added 1.18%
12,506 $922,000
Q2 2021

Aug 16, 2021
BUY
$70.19 - $74.23 $867,548 - $917,482
12,360 New
12,360 $917,000

Others Institutions Holding AVUS

# of Institutions
381
Shares Held
76M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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